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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| CA | RA | APPROVED | 2024-12-18 |
Branch Locations
701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson | Pasadena | CA | 07/2024 | Present |
| Unemployed | San Dimas | CA | 10/2023 | 07/2024 |
| One&All Church | San Dimas | CA | 03/2017 | 10/2023 |
| Gateway Theological Seminary | Ontario | CA | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-24 |
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